SAM
DJUN icon

Strategic Asset Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Strategic Asset Management’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$85K Buy
2,760
+330
+14% +$10.7K 0.15% 104
2022
Q2 		$77K Buy
2,430
+2,115
+671% +$69.4K 0.12% 112
2022
Q1 		$11K Hold
315
– – 0.02% 359
2021
Q4 		$11K Buy
315
+145
+85% +$4.95K 0.02% 353
2021
Q3 		$6K Buy
+170
New +$5.74K 0.01% 382

Other funds holding DJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Strategic Asset Management's DJUN Position: Q3 2022 in Review

Strategic Asset Management increased its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 14% in Q3 2022, buying an estimated $10.7K and bringing the position to 2,760 shares worth $85K. The position accounts for 0.15% of the portfolio, ranked #104.

Strategic Asset Management first reported a position in DJUN in Q3 2021 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold DJUN as of Q3 2022.

  • Strategic Asset Management held 2,760 shares of FT Vest US Equity Deep Buffer ETF June worth $85K as of Q3 2022.
  • Strategic Asset Management bought 330 FT Vest US Equity Deep Buffer ETF June shares in Q3 2022, an estimated $10.7K.
  • FT Vest US Equity Deep Buffer ETF June made up 0.15% of Strategic Asset Management's portfolio in Q3 2022, its #104 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2021 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.